CI&T Inc

Good afternoon and thank you for joining us for CIMT 4th Quarter and Full Year 2025 Earnings Call. I am Eduardo Galvão, Director of Investor Relations. Joining me today to discuss our results and strategic milestones are Cesar Ghosn, our Founder and CEO, Bruno Picardi, Founder and President for North America and Europe, and Stanley Rodrigues, our CFO. We're excited to share the details of a landmark year for the company. Before we begin, I would like to remind you that our remarks today will include forward-looking statements. These statements, including our business outlook, are based on the management's current expectations and are subject to risks and uncertainties that could cause actual results to differ materially. We caution you not to place undue reliance on these forward-looking statements, as they are valid only as of the date when made. Additionally, we'll discuss certain non-GAAP financial measures. We believe these provide a more comprehensive view of our underlining operational performance. For a full reconciliation of these measures to the most directly comparable GAAP metrics, please refer to the tables in our earnings release. Today's session is being recorded and all participants are currently in a listen-only mode. Following our presentation, we'll host a Q&A session. To participate, please submit your question via email to investors at cint.com. The full presentation deck is available on our Investor Relations website, and a replay of this call will be posted shortly after we conclude it. With that, I'm pleased to hand the floor over to our founder and CEO, Cesar Ghosn.

Good day, everyone. It is a privilege to share our results for 2025, our fifth year as a public company. Three years ago, I suggested that while software has been eating the world, AI has fundamentally changed the menu. It's not just another wave, it's a different ocean. In our latest partnership with MIT's Law Management Review, we explore why 95% of organizations still see little measurable returns on their AI investments. The companies that successfully scale AI are not necessarily those with the largest budgets, but those brave enough to redesign their culture. The real constraint on change is the speed of learning. We recently published a paper offering a map for organizations willing to close the gap between AI's potential and real-world performance. The manual has changed. The question is whether organizations have the aptitude to embrace it. AI adoption is no longer discretionary. It's a structural necessity. Yet we see a clear productivity paradox. Organizations that effectively orchestrate people, processes, and technology can unlock productivity gains of up to 20x, compressing innovation cycles from years into weeks. So why do most companies struggle to capture value? Three reasons. First, the tool trap. Treating AI as software instead of transforming the operating model. Second, the learning gap. The real constraint is how fast the workforce learns to work with AI. And third, fragmented governance. Without a unified backbone like CINT flow, initiatives remain isolated experiments. At CINT, we know transformation is never just technology. It's fundamentally human. That is what separates the 5% who scale AI from the 95% who only experiment. Success in this new environment requires more than tools. It requires architecture. CINT has codified decades of leading digital expertise into an AI transformation framework designed to convert AI potential into financial performance. It focuses on three priorities. First, identify high-impact value streams. Second, define measurable business outcomes. Third, align the operating model to scale AI across the enterprise. This is powered by CI&T flow, orchestrating humans, AI agents, data and governance into a single management system. And we have already rescued our workforce around this model, enabling our clients to scale AI with real business impact. Now let's turn to our financial highlights. In the fourth quarter, CIMT delivered record revenue of $134.3 million, representing 19.3% organic growth compared to Q4-24. On a constant current basis, growth was 13.9% year-over-year, exceeding the top end of our guidance range. Our adjusted EBITDA margin was 18.4%. Demonstrating stability and resilience as we continue to scale. Adjusted profit margin reached 14% for the quarter. For the full year 2025, our organic revenue growth at constant currency was 13.2%, positioning CIT as the fastest growing company among our peer group. This is high conviction growth. We continue to invest in the foundations of our future leadership in AI services, our CI&T flow platform, our people, and our global sales engine. Stanley will provide a deeper dive into our financial metrics shortly. This marks our fifth consecutive quarter of double-digit organic growth, reflecting the compounding impact of our strategy. Our performance is driven by the trust of our strategic enterprise clients and our ability to deliver measurable outcomes in complex environments. Over the past three years, we have embedded AI into our core offerings and entering what we call the acceleration phase, where our proprietary IP amplifies the value we deliver. As a result, our AI-powered offerings are expanding our pipeline, increasing engagement quality and growing wallet share within existing accounts. To bring this to life, let's look at a few case studies that demonstrate how we are converting this framework into tangible business outcomes.

Bula, digital native fintech, found a new beat in software delivery. And CI&T flow wasn't background noise. It was wired into the system. What took months collapsed into weeks. Productivity grooves up to 10 times. Gen AI, not as hype, but as infrastructure. Every commit is high in rhythm. Every release on tempo. Business momentum with Bula and CI&T.